Hudson Technologies (NASDAQ:HDSN) Announces Earnings Results, Misses Expectations By $0.04 EPS

Hudson Technologies (NASDAQ:HDSN) announced its earnings results on Wednesday. The industrial products company reported ($0.13) EPS for the quarter, missing analysts’ consensus estimates of ($0.09) by ($0.04), Zacks reports. The company had revenue of $44.41 million for the quarter, compared to analyst estimates of $38.12 million. Hudson Technologies had a net margin of 9.60% and a return on equity of 8.97%.

Here are the key takeaways from Hudson Technologies’ conference call:

• Management is prioritizing targeted investments in infrastructure, inventory, and a new ERP, pursuing service expansions and accretive acquisitions, and plans opportunistic share repurchases (repurchased $20M in 2025) to drive organic growth and shareholder returns.
• Operational momentum included Q4 revenue up 28% (Q4 revenue $44.4M) and full-year revenue of $246.6M, with reclamation volume rising 18% for the second consecutive year—signaling stronger demand and improved recovery supply.
• Q4 results were impacted by an $8.2M inventory-related charge and $4M of executive severance, contributing to an $11.2M operating loss and an $8.6M net loss, and the recent ERP go?live caused startup inefficiencies that could pressure near-term results (Q1 2026 headwinds).
• The renewal award for the DLA contract was rescinded after a competitor’s bid protest and is under review, creating uncertainty around a contract that generated about $38M of 2025 revenue despite management expecting service under the existing contract through 2026.
• Hudson is expanding its recovery footprint and policy positioning through acquisitions (e.g., Refrigerants, Inc., USA Refrigerants) and pilot programs with DCSEU and CARB

Hudson Technologies Trading Down 5.2%

NASDAQ HDSN traded down $0.37 during mid-day trading on Thursday, reaching $6.73. 306,968 shares of the company’s stock traded hands, compared to its average volume of 236,667. The company has a fifty day simple moving average of $7.22 and a 200-day simple moving average of $8.15. The company has a market cap of $289.39 million, a price-to-earnings ratio of 13.46 and a beta of 0.92. Hudson Technologies has a 1-year low of $5.11 and a 1-year high of $10.52.

Institutional Investors Weigh In On Hudson Technologies

A number of institutional investors have recently modified their holdings of the business. Quarry LP grew its position in Hudson Technologies by 51.9% in the 3rd quarter. Quarry LP now owns 5,281 shares of the industrial products company’s stock worth $52,000 after purchasing an additional 1,805 shares during the last quarter. BNP Paribas Financial Markets grew its position in Hudson Technologies by 88.3% in the third quarter. BNP Paribas Financial Markets now owns 7,530 shares of the industrial products company’s stock worth $75,000 after buying an additional 3,532 shares during the last quarter. Tower Research Capital LLC TRC increased its holdings in shares of Hudson Technologies by 177.6% in the second quarter. Tower Research Capital LLC TRC now owns 8,715 shares of the industrial products company’s stock valued at $71,000 after buying an additional 5,576 shares in the last quarter. Kemnay Advisory Services Inc. acquired a new stake in shares of Hudson Technologies during the 4th quarter valued at $62,000. Finally, Mercer Global Advisors Inc. ADV acquired a new stake in shares of Hudson Technologies during the 3rd quarter valued at $132,000. Institutional investors own 71.34% of the company’s stock.

Analyst Ratings Changes

Several analysts have recently issued reports on HDSN shares. Canaccord Genuity Group reduced their price objective on Hudson Technologies from $10.50 to $10.00 and set a “buy” rating on the stock in a research report on Monday, November 10th. Weiss Ratings lowered Hudson Technologies from a “hold (c-)” rating to a “sell (d+)” rating in a research note on Monday. Wall Street Zen raised shares of Hudson Technologies from a “hold” rating to a “buy” rating in a research note on Sunday, November 16th. Finally, Craig Hallum downgraded shares of Hudson Technologies from a “buy” rating to a “hold” rating and set a $9.00 target price for the company. in a research report on Thursday, November 6th. Two investment analysts have rated the stock with a Buy rating, two have assigned a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat, the company currently has an average rating of “Hold” and a consensus target price of $9.33.

About Hudson Technologies

Hudson Technologies, Inc is a U.S.-based provider of refrigerant management and sustainability solutions, specializing in the recovery, reclamation and recycling of refrigerant gases. The company’s core business centers on collecting used refrigerants—such as CFCs, HCFCs and HFCs—from industrial, commercial and institutional customers, processing them in certified reclamation facilities and returning material that meets industry purity standards.

Headquartered in Purchase, New York, Hudson Technologies operates a network of reclamation centers across the continental United States.

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